PENNEY FINANCIAL, LLC - Portfolio Stock Holdings
PENNEY FINANCIAL, LLC disclosed 54 stock positions in a recent SEC 13F filing. $338,857,295 of stock holdings were filed, with the largest holdings including DFUS, SGOV, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $303,508,319 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
54Est. Stock Holding Value:
$338,857,295Top Stock Holdings By Sector
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Portfolio Stock Holdings - PENNEY FINANCIAL, LLC
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